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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
+0.68%
1 Year Est. Return
+42.28%
3 Year Est. Return
+149.38%
5 Year Est. Return
+174.91%
10 Year Est. Return
+944.06%
AUM
$48.6B
AUM Growth
+$504M
Cap. Flow
+$1.61B
Cap. Flow %
3.31%
Top 10 Hldgs %
42.45%
Holding
263
New
35
Increased
56
Reduced
143
Closed
22

Top Buys

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.08B
2
FERG icon
Ferguson
FERG
+$1.05B
3
CAH icon
Cardinal Health
CAH
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$561M
2
HOOD icon
Robinhood
HOOD
+$453M
3
UNH icon
UnitedHealth
UNH
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

Rank Sector Weight
1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
26
GE Aerospace
GE
$382B
$721M 1.48%
2,312,597
-41,628
-2% -$12.5M
AON icon
27
Aon
AON
$76B
$708M 1.46%
1,986,128
-51,715
-3% -$18.1M
AJG icon
28
Arthur J. Gallagher & Co
AJG
$63.9B
$623M 1.28%
2,380,294
-51,704
-2% -$13.7M
LPLA icon
29
LPL Financial
LPLA
$29.2B
$619M 1.28%
1,721,473
-21,518
-1% -$7.61M
WELL icon
30
Welltower
WELL
$170B
$617M 1.27%
3,281,537
+3,139,923
+2,217% +$586M
HOOD icon
31
Robinhood
HOOD
$84B
$595M 1.23%
5,157,765
-3,484,268
-40% -$453M
CTVA icon
32
Corteva
CTVA
$51.6B
$593M 1.22%
8,805,284
-127,939
-1% -$8.27M
RGA icon
33
Reinsurance Group of America
RGA
$16.1B
$563M 1.16%
2,747,939
+13,481
+0.5% +$2.61M
MNDY icon
34
monday.com
MNDY
$3.68B
$547M 1.13%
3,761,924
-422,821
-10% -$71.2M
ILMN icon
35
Illumina
ILMN
$28.9B
$540M 1.11%
4,071,325
-110,356
-3% -$13M
VRTX icon
36
Vertex Pharmaceuticals
VRTX
$134B
$512M 1.05%
1,129,145
-20,987
-2% -$9.05M
TEVA icon
37
Teva Pharmaceuticals
TEVA
$41.3B
$439M 0.9%
14,007,078
+13,756,631
+5,493% +$339M
GDDY icon
38
GoDaddy
GDDY
$11.5B
$414M 0.85%
3,280,947
-455,874
-12% -$59M
GEV icon
39
GE Vernova
GEV
$264B
$394M 0.81%
597,527
-84,145
-12% -$51.3M
MDLN
40
Medline Inc
MDLN
$29.6B
$307M 0.63%
+7,324,583
New +$309M
SAP icon
41
SAP
SAP
$240B
$274M 0.56%
1,119,733
-101,855
-8% -$26M
AZN icon
42
AstraZeneca
AZN
$252B
$246M 0.51%
1,331,310
-570
-0% -$100K
UBS icon
43
UBS Group
UBS
$178B
$242M 0.5%
5,211,089
-6,592
-0.1% -$266K
AHR icon
44
American Healthcare REIT
AHR
$10.8B
$163M 0.34%
+3,408,275
New +$158M
RACE icon
45
Ferrari
RACE
$71.6B
$158M 0.33%
424,528
-9,081
-2% -$3.63M
CLS icon
46
Celestica
CLS
$36.7B
$157M 0.32%
524,725
-184,498
-26% -$55.6M
EFA icon
47
iShares MSCI EAFE ETF
EFA
$80B
$147M 0.3%
1,526,607
+1,512,625
+10,818% +$143M
CNQ icon
48
Canadian Natural Resources
CNQ
$97.2B
$142M 0.29%
4,183,999
-449,967
-10% -$14.6M
CRS icon
49
Carpenter Technology
CRS
$28.2B
$138M 0.28%
433,914
+76,416
+21% +$23M
NVO
50
Novo Nordisk
NVO
$209B
$128M 0.26%
2,508,292
-223,890
-8% -$11.4M
1
2
3 4 5

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WCM Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, WCM Investment Management held 263 positions worth $48.6B, up 1% from $48.1B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.61B of net new capital in Q4 2025, opening 35 new positions and adding to 56 existing holdings. Its largest new stake was Shopify: 6,700,679 shares worth $1.1B.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Spotify, an estimated $561M trimmed.

  • WCM Investment Management's largest Q4 2025 buy was Shopify: 6,700,679 shares worth $1.1B.
  • WCM Investment Management added most to Welltower in Q4 2025, an estimated $586M increase.
  • WCM Investment Management's biggest Q4 2025 reduction was Spotify, cutting an estimated $561M.
  • WCM Investment Management fully exited UnitedHealth in Q4 2025, selling an estimated $433M.
  • WCM Investment Management's ten largest holdings make up 42% of its $48.6B portfolio in Q4 2025.
  • WCM Investment Management opened 35 new positions and closed 22 in Q4 2025.
  • WCM Investment Management's portfolio value rose 1% quarter-over-quarter to $48.6B.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.